Instance List
The instance list provides a comprehensive view of all procedure executions in your tenant. Instances can be filtered by lifecycle status, searched by name, and managed directly from the list.
Accessing the instance list
Section titled “Accessing the instance list”Navigate to Instances from the main sidebar. The instance list shows a data grid with all instances you have permission to view.
Status tabs
Section titled “Status tabs”The top of the instance list features tabs for filtering by instance lifecycle status:
| Tab | Status | Description |
|---|---|---|
| All | All statuses | Shows all non-archived instances |
| Draft | Draft | Instances being prepared, not yet ready for execution |
| Planned | Planned | Instances fully configured and scheduled, ready to start |
| Running | Running | Instances currently being executed |
| Paused | Paused | Running instances that have been temporarily paused |
| Cancelled | Completed (Cancelled) | Instances that were cancelled before completion |
| Completed | Completed (Success/Failed) | Instances that finished execution |
| Archived | Archived | Instances moved to the archive for long-term storage |
Data grid columns
Section titled “Data grid columns”The instance list displays the following columns:
| Column | Description |
|---|---|
| Title | Instance name |
| Template | Name of the source template |
| Version | Template version string (or “Unassigned” for ghost instances) |
| System | The managed system associated with this instance |
| Stage | The system stage (e.g., Production, Staging) |
| Status | Color-coded status badge |
| Progress | Visual progress bar showing completed steps vs. total steps |
| Heads | Names of users assigned as Instance Head |
| Deputy Heads | Names of users assigned as Deputy Head |
| Planned | Start and due dates for planned instances |
| Running | Actual start time and who started the execution |
Sorting and pagination
Section titled “Sorting and pagination”- Click any column header to sort by that column.
- Use the pagination controls at the bottom to navigate through large result sets.
- Configure page size (10, 25, or 50 rows per page).
Searching
Section titled “Searching”Use the search bar below the status tabs to filter instances by text. The search matches against:
- Instance title
- Template title
- Coordinator name
The search is case-insensitive and filters results as you type.
Context menu and row actions
Section titled “Context menu and row actions”Three-dot menu
Section titled “Three-dot menu”Each row has a three-dot menu icon in the first column. Click it to open the action menu for that instance.
Right-click context menu
Section titled “Right-click context menu”Right-click on any row to open the same action menu at the cursor position.
Available actions
Section titled “Available actions”Actions shown in the context menu depend on the instance’s current status and your permissions:
| Action | Available when | Description |
|---|---|---|
| Edit | Draft | Edit instance properties (title, owner, etc.) |
| Assign Version | Draft (no version) | Assign a template version to a ghost instance |
| Mark as Planned | Draft (version assigned) | Transition to Planned status with dates and validation |
| Start | Planned | Begin execution |
| Pause | Running | Temporarily pause execution |
| Resume | Paused | Resume a paused execution |
| Cancel | Running / Paused | Cancel the instance (requires a cancellation reason) |
| Create from Same Version | Any (with version) | Create a new instance using the same template version |
| Clone | Any | Create a copy of this instance |
| Archive | Completed / Cancelled | Move to the archive |
| Unarchive | Archived | Restore from the archive |
| Delete | Draft | Permanently delete the instance |
Creating a new instance
Section titled “Creating a new instance”Click the Create Instance button in the top-right corner to open the instance creation wizard. See Create an Instance for the full creation workflow.
Real-time updates
Section titled “Real-time updates”The instance list subscribes to real-time updates via SignalR. When instances are created, modified, or change status, the list refreshes automatically. Notifications may appear for significant changes made by other users.
Row navigation
Section titled “Row navigation”Click on any row to navigate to the instance detail page for that instance.